Personal Financial Coaching

for Millennials and Gen Xers who want more financial peace.

EXPERIENCE TRUE FINANCIAL PEACE.

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Clarify

Learn the ins and outs of your financial situation so you know what money is coming in, where money is going out, and how much you need to save for the kind of lifestyle you want.

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Build

Develop a set of healthy money habits that will help you get out of debt, save more of your income, and make smart financial choices on a daily basis.

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Breathe

Stop wondering what you should be doing with your money and gain the confidence you need to take simple, focused actions that will help you reach your goals.

Are you ready to…

✔️ Feel calm and assured whenever you look at your bank account balance.

✔️ Be on the same page as your partner when it comes to spending decisions.

✔️ Know your financial goals and consistently take steps to achieve them.

✔️ Make financial decisions with confidence in the face of uncertainty.

✔️ Give generously without worrying about your own needs.

Right now, financial peace feels out of reach. Right now, you might be…

  • Barely making it to payday. At the end of the month, you’re left wondering where all your money went.

  • Stressed and anxious. You either avoid logging into your banking app to check your balance or obsess over it, afraid you’ll overdraw your account.

  • Spending money to feel better.  You’re therapy shopping on overdrive, buying nonessentials you don’t really need or even want because you’re sad, worried, or bored.

  • Experiencing strain in your most important relationships. Money is a heavy topic that leaves you both feeling tense.

  • Sacrificing your future. Today’s wants and needs always end up being the priority, with nothing left over for big expenses down the road.

  • Drowning in debt month after month, year after year. At this point, your financial situation just feels hopeless.

You might be worried that you’ll never have enough to retire. Or that something as simple as a flat tire could send your savings account spiraling into the negatives. Or that the ever-increasing cost of living is going to force you to put groceries on your credit card—just to make it by.

What if there is a way to stop these anxious thoughts in their tracks? 

To start making decisions that move you forward instead of holding you back?

To kick financial stress to the curb and go forth confidently knowing that your finances are in your control?

What if you finally felt relief?

Achieving financial peace may not be easy…

but it is absolutely attainable for those who are willing to put in the work. And if you’re willing to put in the work, we’re here to help you make sure your efforts go the distance to change your life for the better. 

Personal Financial Coaching can help you go the distance. Pinpoint problem areas, gain insight into healthy financial habits, and find solutions to your money problems. Because financial peace is possible. Even for you.

Live your life without constantly worrying about money.

At Peak Financial Coaching, we help you lay the foundation to live a life of financial peace.

Financial peace doesn’t happen overnight—but you don’t have to do it alone. 

Our goal as personal financial coaches is to give you the tools and knowledge you need to change your life by taking control of your finances.

So how do we help you attain financial peace?

How Personal Financial Coaching Works

  • We work with you to pinpoint the habits and behaviors that are responsible for your current financial situation.

  • We help you remove the habits that are holding you back and build up the ones that will move you forward.

  • We take a good, hard look at your financial circumstances—your income, your debts, your savings, and more. Then we chart the gap between where you are now and where you’d like to be one year, five years, 10 years, or even 30 years from now and make a realistic plan to help you get there.

  • Together, we put the pieces of your financial puzzle together to develop an actionable plan that helps you:

    • Set clear goals

    • Build healthy financial habits

    • Make smart financial choices

    • Understand what to do when new things come up

    • Feel good about your financial situation, once and for all

Walk away financially empowered. 

Your money is yours. The steps involved in personal financial coaching are purposefully designed to get you out of the rut you're in but also able to handle your finances on your own. After working with us, you should have the confidence and knowledge to make decisions that are right for your financial future. Our goal isn’t just to help you get out of debt or buy your dream home. Our goal is for you to never feel lost when it comes to your finances again.

Find out who we serve. 

Money is an intimate topic, and you want to make sure you find the right personal financial coach. Know you’re in the right place before you book a call.

Fractional CFO services. 

Work smarter—not harder—in your mission-driven business.